Hatton Square Wealth Planning -

Phone: 7984799608.
Website: hattonsquarewealth.co.uk.
Specialties: Financial consultant, Service establishment.

Opinions: This company has 21 reviews on Google My Business.
Average opinion: 5/5.

Location of Hatton Square Wealth Planning

7984799608

Hatton Square Wealth Planning is a reputable financial consultancy firm located in the heart of London, specifically at 32 Hatton Garden, London EC1N 8DX. They can be reached via telephone at Phone: 7984799608. The company's website, Website: hattonsquarewealth.co.uk, is an excellent resource for individuals seeking financial advice and planning services.

Hatton Square Wealth Planning specializes in providing financial consulting services and establishing long-term relationships with their clients. Their team of experienced professionals works closely with each client to understand their unique financial goals and develop a customized plan to achieve them. They offer a wide range of services, including investment management, retirement planning, inheritance tax planning, and protection planning.

The company's location in London is strategic, making it easily accessible for clients from different parts of the city. Their office is situated in a modern building with state-of-the-art facilities, providing a conducive environment for clients to discuss their financial matters.

Hatton Square Wealth Planning has received numerous positive reviews from satisfied clients. According to Google My Business, the company has a total of 21 reviews, with an impressive average opinion: 5/5. These reviews are a testament to the company's commitment to providing exceptional financial planning services.

Overall, Hatton Square Wealth Planning is an excellent choice for individuals seeking financial advice and planning services. Their team of experienced professionals, strategic location, and wide range of services make them an ideal partner for anyone looking to achieve their financial goals.

Reviews of Hatton Square Wealth Planning

Lisa Hutchins

5/5

Kozzy was very professional and helpful. He explained everything to me clearly and made sure I understood the recommendations. He has always been available to contact when I had any questions. I would definitely recommend.

Andy R Croot

5/5

The service I've received from Hatton Square Wealth Planning has been second to none. The advice has been easy to understand and has made me feel comfortable in my pension investment and secure in my retirement.

T Considine

5/5

I am immensely grateful to Kozzy for his exceptional work in consolidating all my various investments into one cohesive system. His expertise and attention to detail have not only simplified my financial management but also provided me with a clearer understanding of my portfolio. Kozzy's dedication and professionalism have made this process seamless and stress-free. Thank you, Kozzy, for your outstanding support and for helping me achieve peace of mind with my investments!

— Terry Considine

Martin

5/5

I consolidated several pensions to St James Place in 2008 and have had three advisors over the 14 years. Kozzy has been exceptionally attentive and diligent since inheriting my account 2 years ago. As the account was set up some years ago Kozzy doesn't receive any compensation for some of the advice and time he spends supporting me. I think this is highlights his commitment to his clients. Over the last year he's helped me to navigate a number of complex transactions. Throughout I've been kept informed of the steps and felt well supported. I have no hesitation recommending his expertise.

Brian Payne

5/5

Kozzy came to review both mine and my wife's pensions, we both found him very helpful and very knowledgeable also he did exactly what he said he would do, altogether a very good experience, Thank you very much Kozzy.

Matthew Watkins

5/5

Kozzy is a professional. Detailed, thorough and took time to understand the short, medium and long term goals i am aiming for. He provides options with clear guidance but never pushy. Your agenda is his agenda. Nothing more. Always great to catch up with Kozzy as he’s always there for advice or just a coffee.

Tim Collier

5/5

In the past I have dealt with various pensions advisors at various company pension schemes and whilst they were all able to advise on the state of the pension, none of them provided the kind of service I now receive from Kozzy.
Kozzy was friendly and approachable from the outset and has provided me with a far greater understanding of how my pension and other finances can be used after retirement.
Great service, thoroughly recommended.

Sara Cullingford Agnew

5/5

Kozzy was able to assess my potential future needs and offer options that reflect my attitude to risk. At no time has he tried to push products. Communication has been excellent and he has always gone out of his way to arrange meetings at times that were convenient to myself.